Hi, I’m Jimmy Ledoux, an accountant in New Orleans for over 30 years. For years I have worked with personal injury firms like yours.
I mostly helped put out fires. Came in when something went wrong or at tax time with a surprise. Clients asked all of the time, “What should I be doing?”. I still only reacted to problems. Who has the time?
There’s a better way. I discovered if I first diagnose what the real problems are, come to an agreement with you the client, we could create a situation where money would not fall through the cracks and tax time would be just another day.
Our solution will entail a framework for your firm to follow and a system of checklists and reports so you know you are on the right path.
Wouldn’t you like to know your trust account is reconciled, client costs are captured, your bookkeeper is doing the right thing, and your not a victim of fraud.